By Mark Petersen
Published by Mark Petersen & Alexis Rauschkolb No! Even though Alexis Rauschkolb works in Carson Wealth’s San Francisco Bay Area office, we are not debating the next big earthquake in California. Carson Wealth Management spends a lot of time thinking about “Next Generation” …
By Mark Lookabill
Published by Mark Lookabill When most people hear “financial security for seniors,” their minds immediately begin to think, “Do I have enough money for retirement?” We address this paramount topic as part of a client’s comprehensive wealth plan. All a person needs to do is a simple Google s …
By Paul West
Published by Paul West Perception and reality. If you believe everything you read, you’re naïve. I recently had the incredible experience of a private lunch with Charles Koch. If I believed everything I had read online prior to the meeting, I would have been a fool. While I, like many of yo …
By Meg Ronspies
Published by Tyler Schlumpf There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific …
By Meg Ronspies
Published by Katie Sautter Every day is a new adventure in the life of Carson Wealth Management Group’s Company Concierge! I manage all incoming errand requests for our stakeholders – they just have to fill out a form online. Coffee runs to Starbucks, lunch runs to local eateries, departmen …
By Carson Wealth
Are there any financial mistakes you would warn yourself about or maybe an opportunity you’d like to share? We all wish we would have invested in one of the big tech companies during the initial public offering or maybe make a 35-1 odds bet on that underdog team who won the Super bowl.
